Drill Through

Configure Drill Through so that selecting a value on one chart updates another chart (for example, pick a slice/bar and the Column chart changes to reflect that selection).

Prerequisites:

• Access to the Designer.

• Two data connections are prepared for the driver and target charts (see steps below).

Note: Since we wish to perform drill-down analysis where we can select a piece of the Pie chart, and the Column chart will change to reflect that, we need to create two data sources (i.e., Bar and Column). The same pattern applies if the driver is a Pie chart.

Creating Data Source Connections for Charts

1. Click the Data source icon on the right side of the canvas to view data connectivity options (e.g., CSV, Excel, etc.).

2. Click the Create New Connection icon and create an Excel Data Connection (repeat for each source you need).

3. Fill in the details:

   • Name: Name the connection.

   • Browse: Navigate to the Excel file you wish to use.

   • Sheet Name: Select the worksheet.

   • Load at Start: Enable to refresh the data source before opening the charts.

   • Create two connections—one for the Bar (driver) and one for the Column (target).

Adding Charts to the Canvas

1. Click the Charts icon on the right side of the canvas.

2. Drag and drop the Column chart component onto the canvas.

3. Drag and drop the Bar chart component (or Pie chart if that’s your driver).

Connect Each Chart to Its Data

Column chart (target)

1. Click the Dataset that appears next to the Column chart.

2. From Available Connections, select the Column connection.

3. Drag and drop fields to their respective series and categories.

Bar chart (driver)

1. Click the Dataset that appears next to the Bar chart.

2. From Available Connections, select the Bar connection.

3. Drag and drop fields to their respective series and categories.

Enabling Drilldown Option

Apply Auto Reload

• Click the Script on Load tab (for the driver component, e.g., Bar/Pie).

• Apply the Auto Reload function (use the built-in helper so the target updates when the selection changes).

Note: If your environment exposes the helper directly, you may also call a reload on the target connection in selection handlers. For example, ensure the target’s connection ID is reloaded when the driver changes.

Add a filter Condition on the target data source

1. Click the Data Connectors icon.

2. Under Excel, select the Column data source (the target).

3. Open the Condition tab and, in the Conditions text area, type the field name to filter by (this should match the field emitted from the driver’s selection).

4. Select the condition from the dropdown list (e.g., Equal).

5. Enable the Action checkbox.

• This binds the driver’s selection to the target connection’s filter so the Column chart reflects the chosen value.

Preview

1. Click the Preview button.

2. Select a bar (or pie slice) on the driver chart.

3. Verify the Column chart updates (drill-through behavior).

Tips & Notes:

• Key alignment: Ensure the driver’s selected field matches the target’s filter field (same values/casing).

• Load at Start: Keep enabled on both connections for a reliable initial state before interactions.

• Multiple targets: You can repeat the Condition setup on other target connections to update multiple charts from one selection.

• Fallback behavior: If nothing is selected, configure the target connection’s Condition to allow an “All” or default state.

Troubleshooting

• Target doesn’t change: Confirm the Action checkbox is enabled on the Column connection’s Condition tab and that the field names match.

• No data after selecting: Check the condition operator (e.g., Equal) and confirm the driver’s selected value exists in the target dataset.

• Auto Reload not firing: Ensure the Script on Load tab’s Auto Reload is applied to the driver component (and that any required selection events are enabled in that component).

• Wrong chart updates: Verify you’re reloading the target connection ID, not the driver.